LWANC
RDS.A

Laurel Wealth Advisors (North Carolina)’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio RDS.A Stock Details RDS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-942
Closed -$41K – 717
2021
Q4 		$41K Hold
942
– – 0.01% 281
2021
Q3 		$42K Sell
942
-400
-30% -$16.1K 0.01% 281
2021
Q2 		$54K Hold
1,342
– – 0.01% 273
2021
Q1 		$53K Hold
1,342
– – 0.01% 264
2020
Q4 		$47K Hold
1,342
– – 0.01% 265
2020
Q3 		$34K Sell
1,342
-400
-23% -$12.1K 0.01% 275
2020
Q2 		$57K Sell
1,742
-673
-28% -$23.1K 0.02% 226
2020
Q1 		$84K Buy
2,415
+642
+36% +$30K 0.03% 178
2019
Q4 		$105K Hold
1,773
– – 0.03% 180
2019
Q3 		$104K Sell
1,773
-188
-10% -$11.2K 0.04% 180
2019
Q2 		$128K Sell
1,961
-240
-11% -$15.3K 0.05% 162
2019
Q1 		$138K Buy
2,201
+828
+60% +$51.2K 0.05% 154
2018
Q4 		$80K Buy
+1,373
New +$85.1K 0.03% 182

Other funds holding RDS.A

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $238M AUM 26.75% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s RDS.A Position: Q1 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 942 shares — an estimated $41K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in RDS.A in Q4 2018 and held it in 13 quarters. The position peaked at $138K in Q1 2019. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 942 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $41K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Royal Dutch Shell PLC ADS Class A in Q4 2018 and held it in 13 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Royal Dutch Shell PLC ADS Class A position peaked at $138K in Q1 2019.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 2 May 2022.